Smith-Kastner
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  • Home
  • About Us
    • The Story
    • The Team
    • What Makes Us Different
  • Personal Planning
    • Insurance Planning
      • Our Policy Design Process (LA 360™)
      • Navigating Policy Pricing (Underwriting Advocacy)
      • Policy Management (Policy Management Company)
    • Retirement Planning
      • Accumulating Wealth Before Retirement (ARC)
      • Managing Wealth During Retirement (RISK)
    • Asset Management (ValMark Wealth Solutions)
    • Estate Planning
    • Other Services
  • Business Planning
    • Business Financial Planning
    • Business Succession Planning
    • Qualified Employee Retirement Plans
  • Professional Partnerships
  • Resources
    • Insights and Intelligence
    • Library
  • Contact Us
  • Search
 

PLANNING FOR FINANCIAL INDEPENDENCE

At TQM Wealth Advisory, we use several unique financial planning strategies, all with one end goal in mind: helping you achieving financial independence

Retirement Planning

Accumulating Wealth For Retirement with the ARC Process
Managing Wealth In Retirement with RISK Process

Insurance Planning

Protecting Your Wealth with Life Assurance 360
Navigating Policy Pricing
Policy Management


CONNECT WITH US


1800 Airport Road | Opelika, AL 36801
(334) 749-5001 | nkastner@smith-kastner.com


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Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431. Smith-Kastner Wealth Management, LLC. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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